Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By : Mark Polino
Book Image

Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company’s decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP.
Table of Contents (22 chapters)
Building Dashboards with Microsoft Dynamics GP 2016 Second Edition
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Index

Data bars


Data bars are most often used to show how data points relate to each other, for example, earlier we created a pivot table with our top 10 customers. It would be nice to know how much larger the top customer is when compared to the number 10 customer. Data bars make this a very easy visualization to create without taking up additional space.

Let's add our top 10 customers to our dashboard and create data bars to enhance the information. Since everything we need is in our pivot table, we don't have to use GetPivotTable formulas. We can just copy our pivot table on to the dashboard.

To get our top 10 customers on the dashboard, follow these steps:

  1. On the Dashboard worksheet, select cell K10.

  2. In cell K10, type Top 10 Customers. We'll use this later.

  3. Select the Top 10 Customers tab.

  4. Select cells A2 through B14 (or the entire pivot table). This should be the entire Top 10 Customers pivot table.

  5. Right-click and select Copy.

  6. Select the Dashboard worksheet.

  7. Select cell K12, right-click, and select...